Our Policyholders are our Highest Priority

Whether it’s Life Insurance, Annuities or Medicare Supplements, Oxford Life is committed to providing its policyholders with quality products that are designed to protect their financial future.

We appreciate you visiting our policyholder home page today.

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Service Forms

For your convenience, we have created a list of forms for your policy contracts. You can hover over the form name to read how it is used. If you need assistance selecting the proper form, please call our customer service department at (866) 641-9999.


  Address Change Form   Annuitant Change Form   Annuitizations Election Form   Annuity Full Surrender Form   Annuity Interest Only Withdrawal Form   Annuity Withdrawal Form   Banking Change Form (Final Expense Life Insurance)   Banking Change Form (Medicare Supplement)   Beneficiary Form   Direct Deposit Authorization   Duplicate Policy Request   EWT Disclosure Statement   GLWB Election Form   Indexed Annuity Reallocation Form   Information Release Authorization   Life Insurance Surrender/Cancellation Form   Life Single Premium Surrender/Cancellation Form   Loan Agreement Form   Name Change Form   Ownership Change Form (Life Insurance)   Ownership Change Form (Annuities)   Policy Date Change Form   Policy Maturity Election Form   Power of Attorney Certification   Qualified Charitable Distribution Form(QCD)   Reduce Assurance Face Amount Request Form   Required Minimum Distribution (RMD) Request Form   Trustee of Powers Certification

  Annuity Claim Form   Estate as Policy Beneficiary Guidelines   IRA Stretch Form Pre 1/1/2020   IRA Stretch Form Post 1/1/2020   Spousal Continuation Request Form   Trustee of Powers Certification   Waiver of Withdrawal Charges Rider (WWCR)

  Accelerated Death Benefit Eligibility Form   Beneficiary's Assignment of Policy Proceeds   Estate as Policy Beneficiary Guidelines   Health Related Information Release Authorization   HIPPA - Living Benefit   Important Information for Contestable Claims   Life Claim Form   Medical Provider Information (MPI)   Trustee of Powers Certification   W-9 Form

  Accelerated Death Benefit Eligibility Form   Beneficiary's Assignment of Policy Proceeds   Estate as Policy Beneficiary Guidelines   Life Claim Form   Non-Contestable Policy Required Documentation   Trustee of Powers Certification   W-9 Form

  Address Change Form   Annuitant Change Form   Annuitization Election Form   Annuity Full Surrender Form   Annuity Interest Only Withdrawal Form   Annuity Withdrawal Form   Banking Change Form (Final Expense Life Insurance)   Banking Change Form (Medicare Supplement)   Beneficiary Form   Direct Deposit Authorization   Duplicate Policy Request   GLWB Election Form   Indexed Annuity Reallocation Form   Information Release Authorization   Life Insurance Surrender/Cancellation Form   Life Single Premium Surrender and Cancellation Form   Loan Agreement Form   Name Change Form   Ownership Change Form (Life Insurance)   Ownership Change Form (Annuities)   Policy Date Change Form   Policy Maturity Election Form   Power of Attorney Certification   Qualified Charitable Distribution Form (QCD)   Reduce Assurance Face Amount Request Form   Required Minimum Distribution (RMD) Request Form   Trustee of Powers Certification

  Annuity Claim Form   Estate as Policy Beneficiary Guidelines   IRA Stretch Form Post 1/1/2020   IRA Stretch Form Pre 1/1/2020   Spousal Continuation Request Form   Trustee of Powers Certification

  Beneficiary's Assignment of Policy Proceeds   Estate as Policy Beneficiary Guidelines   Health Related Information Release Authorization   HIPPA - Living Benefit   Important Information for Contestable Claims   Life Claim Form   Medical Provider Information (MPI)   Trustee of Powers Certification   W-9 Form

  Beneficiary's Assignment of Policy Proceeds   Estate as Policy Beneficiary Guidelines   Life Claim Form   Non-Contestable Policy Required Documentation   Trustee of Powers Certification   W-9 Form